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Finance & Accounting

Tax Operations Compliance Reporting Specialist

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Hired by Matrix South Jordan, UT
Job typeOther PostedSep 23, 2026 Apply byOct 23, 2026

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About this position

Job DescriptionJob Description

At-a-Glance:
Are you ready to build your career by joining a global financial institution? If so, our client is hiring a Tax Operations Compliance Reporting Specialist.

Position Type:

  • Contract
  • On-Site

Required:

Qualifications:

  • Bachelor’s Degree in Business, Finance, Accounting, or related field.
  • Experience in the Financial Industry.
  • Understanding of accounting principles, cost basis, gain/loss reporting, and regulatory reporting.
  • Knowledge of database, spreadsheet applications, and data modeling, including Microsoft Excel and Access.
  • Superior oral and written communication skills.
  • Ability to work independently and within a team environment.
  • Excellent time management, interpersonal, and problem-solving skills.
  • Ability to manage multiple projects and prioritize effectively to meet deadlines.
  • Attention to detail and quality of work.
  • Ability to exercise sound and decisive judgment.
  • Commitment to personal development.

Preferences:

  • Financial services, operations, tax operations, or accounting experience.
  • Experience with automation tools such as Alteryx, UI Path, and EUC tools.

Responsibilities:

  • Handle all reporting obligations for Wealth Management and Institutional clients, ensuring compliance with IRS regulations.
  • Maintain cost basis records and provide Gain/Loss reporting for assets held in Wealth Management customer accounts.
  • Work closely with cross-organizational operations teams to handle related queries and reconcile discrepancies.
  • Ensure accuracy of regulatory reporting, including cost basis and withholding.
  • Support requirements and testing of strategic platform initiatives with a major focus on automation.
  • Collaborate with technology teams to improve efficiency and reduce risk.

Location and commute

South Jordan, UT .

Plan your route with Google Maps. Travel times and transportation options vary; confirm the work location with the employer before commuting.

How to apply

Review the vacancy and complete the application on the employer or recruitment partner’s website. Requisition ID: WJ-3086373485.

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